Make a difference as a Financial Services Representative at Meridian, where you focus on enriching Member experiences with tailored financial solutions. This role blends customer service with proactive sales efforts. In this engaging position, you will assess the financial needs of our Members, provide insightful advice, and execute daily transactional services.

Your role includes identifying opportunities for wealth referrals and ensuring that every interaction promotes positive Member outcomes. Key Responsibilities:

- Assess and understand Member financial goals
- Provide sound advice and service offerings
- Conduct front line transactions accurately
- Promote and refer financial products effectively
- Collaborate with branch teams for enhanced service Requirements:
- Experience in financial services or sales
- Solid interpersonal communication skills
- Flexible availability for various shifts
- Solid understanding of financial products
- Dedication to superior Member service Champion exceptional service and foster lasting Member relationships at Meridian.

📌 Financial Customer Service Representative (Burlington)
🏢 Meridian Credit Union
📍 Burlington